Paul Boutle

I have worked in finance since 1982, having spent 30 years with TSB and Lloyds Banks and have worked exclusively as a Financial Adviser since 2008. The areas I specialise in are: • Retirement Planning - including pension transfers, drawdown, annuities and auto enrolment. • Investment Advice - ISA, OEIC, investment bonds. • Personal Protection Advice - life, critical illness, income protection. • Tax Planning - inheritance tax, CGT. The initial meeting is free and is on a no obligation basis. When working with a client I ensure that they fully understand what we are doing, why we are doing it and what all of the associated charges and fees will be. I strongly believe in building long-term customer relationships through a very personalised approach to help my clients achieve their financial goals. It is fundamental I get to know you well, so we are able to build a relationship based on trust and understanding. I’ll strive to ensure you receive the level of service you personally need primarily through face-to-face appointments. I like to take a bespoke financial approach, looking at the whole picture, not just adopting a ‘one size fits all’ approach. I have always valued long term client relationships as this allows me to tailor my service as my clients’ needs evolve over time. I feel delighted that so many have stayed with me for so many years. Last but not least, I’m friendly and approachable. I always make sure I explain everything fully, and I welcome questions – it’s a two way exchange of ideas and information. I want to get the best outcome for my clients. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 18/04/2023.